Copperleaf Capital’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
7,865
+486
| +7% | +$148K | 1.21% | 20 |
|
|
2025
Q1 | $2.03M | Buy |
7,379
+1,274
| +21% | +$350K | 1.21% | 20 |
|
|
2024
Q4 | $1.77M | Buy |
6,105
+279
| +5% | +$80.9K | 1.12% | 25 |
|
|
2024
Q3 | $1.65M | Buy |
5,826
+1,828
| +46% | +$518K | 1.26% | 26 |
|
|
2024
Q2 | $1.07M | Sell |
3,998
-690
| -15% | -$185K | 0.86% | 33 |
|
|
2024
Q1 | $1.22M | Hold |
4,688
| – | – | 1.05% | 30 |
|
|
2023
Q4 | $1.11M | Sell |
4,688
-1,047
| -18% | -$248K | 1.13% | 30 |
|
|
2023
Q3 | $1.22M | Sell |
5,735
-1,307
| -19% | -$278K | 1.32% | 24 |
|
|
2023
Q2 | $1.55M | Sell |
7,042
-3,860
| -35% | -$850K | 1.45% | 23 |
|
|
2023
Q1 | $2.23M | Buy |
10,902
+436
| +4% | +$89K | 2.21% | 13 |
|
|
2022
Q4 | $2M | Sell |
10,466
-58
| -0.6% | -$11.1K | 2.3% | 12 |
|
|
2022
Q3 | $1.89M | Buy |
10,524
+3,037
| +41% | +$545K | 2.04% | 14 |
|
|
2022
Q2 | $1.41M | Buy |
+7,487
| New | +$1.41M | 1.43% | 25 |
|